MOUNT LOGAN MANAGEMENT

RIASEC RegisteredEst. 2020

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$153M

Accounts

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 311161
Registered since: November 5, 2020
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles45.63%
Insurance Companies42.74%
Investment Companies11.63%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mount Logan Management is an SEC-registered limited liability company that operates as a multifaceted fund manager with a focus on pooled and closed-ended investment vehicles. The firm is structured to serve institutional clients and performs portfolio management for registered investment companies and pooled investment vehicles. It charges both a percentage-of-assets fee and performance-based fees, indicating an active, manager-driven compensation model. Regulatory and business filings classify Mount Logan as a manager of private equity and securitized-asset funds, and the firm reports relationships across the financial ecosystem — including roles tied to broker-dealers, other investment advisers, commodity pool operators/CTAs, insurance companies, and sponsor or GP functions for pooled vehicles. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.